+52.4%
T vs RGTI
+54.2%
-1.8%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | +2.0% |
| 7D | +1.5% | +0.5% | +1.0% | +1.5% |
| 30D | +7.5% | -17.1% | +24.6% | +7.5% |
| 3M | +14.8% | -26.0% | +40.8% | +14.9% |
| 6M | -1.7% | -9.9% | +8.1% | -1.8% |
| YTD | +8.7% | -31.1% | +39.7% | +8.8% |
| 1Y | -7.5% | -8.5% | +1.0% | -7.9% |
| 3Y | +110.2% | +652.2% | -542.0% | +99.8% |
| 5Y | +71.6% | +56.8% | +14.9% | +63.0% |
| All | +52.4% | +54.2% | -1.8% | +43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RGTI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling